Create and edit permission sets

Permission sets allow you to define preset permissions for your team. Once you've created a permission set and specified certain permissions for it, you can then assign the permission set to new and existing users to grant them the same access. With permission sets, you can assign and manage permissions for individuals or groups, without having to edit individual user profiles

Learn more about each user permission in the HubSpot user permissions guide.

Before you begin working with this feature, make sure to fully understand what steps should be taken ahead of time, as well as the limitations of the feature and potential consequences of using it. 

Understand requirements

Understand limitations & considerations

• Super Admins can create up to 100 permission sets.
• Users with permissions to add and edit users can only assign permission sets that include permissions that they themselves have.
• If you try to assign a permission set with a paid seat to a user, and don't have any remaining paid seats on your HubSpot account, you'll be directed to a checkout page to purchase an additional paid seat. 
• Assigning a permission set will override an individual's permissions.

Create a permission set

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Users & Teams.
3. Click the Permission Sets tab.
4. In the upper right, click Create Permission Set.
5. On the Access tab, enter the permission set name at the top.
6. In the Choose how to set access section, select an option:
   • Make Super Admin: Super Admins can manage all users, tools, and settings.
   • Start with a template: copy another user's permissions or use a suggested set of permissions based on common roles. 
   • Start from scratch: create permissions specifically for this user. 
7. Click Choose permissions to expand the section.If you're using a template, click the Choose a template dropdown menu and select a role template or user template. 
   
   • Select the Expand all permissions checkbox to expand more specific permissions like View, Edit, and Delete. 
   • At the top, click to toggle the Show internal role names switch on if you'd like to view the internal names for each permission.
8. Click to toggle the permission switch off/on to select the permissions and seats this set should have. Learn more about user permissions.
9. Click the Review tab, and review the permissions you selected for the set.
10. Click the Users tab. Then ,click the dropdown menu and select the existing users you want to apply the permission set to. Click the X next to the users name to remove them. You can also skip this step and assign the new permission set to existing users after you create it. 
11. Click Create. 

Assign a permission set to existing users

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Users & Teams.
3. Click the checkboxes next to the users you want to assign the permission set to. 
4. In the top right of the user table, click More, then click Assign Permission Set.
   
5. In the dialog box, click the Permission Sets dropdown menu and select the permission set you want to assign. 
6. Click Save to save your changes. 

Edit a permission set

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Users & Teams.
3. Click the Permission Sets tab.

• • To edit one permission set:
    • Click the name of the permission set.
    • On the Access tab, edit the permissions, then click Save.
  • To edit multiple permission sets:
    • Select the checkboxes next to the permission sets, then at the top of the table, click edit Edit.
      

• • • On the Access tab, edit the permissions, then click Save.
    • Click Save to save your changes. This will update all selected permission sets to have the new permissions. Users in that permission set will also be granted the new permissions.

Clone a permission set

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Users & Teams.
3. Click the Permission Sets tab. 
4. Click the checkbox next to the permission set you want to clone.
5. At the top of the table, click Clone. The permission set customization screen will appear.
6. On the Access tab, enter the permission set name at the top and navigate the tabs to assign the permissions this set should have.
7. On the Review tab, review the permissions you selected for the set.
8. On the Users tab, click the dropdown menu to select the existing users you want to apply the permission set to. Or, you can skip this step and assign the new permission set to existing users after you create it. 
9. Once done, click Create. You can now assign this permission set to new users while creating them, and to existing users. 

Copy the permissions of an existing user to new users

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Users & Teams.
3. Hover over a user, and click the Actions dropdown menu.
4. Click Copy permissions to new users to create new users with the same permissions.